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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,036 | $181,062-51.4% | $158,223-44.4% | $155,188-43.3% |
| Participation rate | 30.0% | 82.7%-52.7pp | 79.2%-49.2pp | 80.8%-50.8pp |
| Annual return | 15.90% | 57.39%-41.5pp | 52.09%-36.2pp | 148.84%-132.9pp |
| Employer contribution / active EE | $338 | $4,565-92.6% | $4,109-91.8% | $4,248-92.0% |
| Participant deferral / active EE | $2,389 | $6,134-61.1% | $5,467-56.3% | $6,531-63.4% |
| Admin fee / account holder | $446 | $18,825-97.6% | $16,047-97.2% | $14,480-96.9% |